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Aaon
AAON

Overview Fund Activity

302 hedge funds and large institutions have $3.7B invested in Aaon in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 104 increasing their positions, 101 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+26
Holders Change %
+9.42%
% of All Funds
4.76%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
53
Increased
104
Reduced
101
Closed
27
Calls
$2.23M
Puts
$2.84M
Net Calls
-$616K
Net Calls Change
-$2.07M

Top Buyers

1
BlackRock
BlackRock
New York
$700M
2
Invesco
Invesco
Georgia
$94.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$84.2M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$51.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
$452M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$10.8M
2
WA
Wasatch Advisors
Utah
$61.7M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$285M
4
Marshall Wace
Marshall Wace
United Kingdom
$7.57M
5
Ameriprise
Ameriprise
Minnesota
$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
226
Baird Financial Group
Wisconsin
$244K +$18.6K +295 +8%
TCOO
227
Trust Company of Oklahoma
Oklahoma
$243K – – –
API
228
Advisor Partners II
California
$240K -$1.45K -23 -0.6%
HR
229
Hardy Reed
Mississippi
$234K – – –
MLICM
230
Metropolitan Life Insurance Company (MetLife)
New York
$234K +$9.73K +154 +4%
TI
231
Tidal Investments
Wisconsin
$229K +$229K +3,626 New
SOW
232
State of Wyoming
Wyoming
$226K +$65.4K +1,035 +41%
HighTower Advisors
233
HighTower Advisors
Illinois
$219K +$219K +3,465 New
IP
234
Intellectus Partners
California
$218K – – –
MM
235
MQS Management
New York
$217K +$217K +3,441 New
SCM
236
Shelton Capital Management
Colorado
$217K -$9.92K -157 -4%
JPMPWA
237
J.P. Morgan Private Wealth Advisors
California
$215K -$38.6K -611 -15%
Empower Advisory Group
238
Empower Advisory Group
Colorado
$214K -$278K -4,401 -57%
PWPS
239
Pinnacle Wealth Planning Services
Ohio
$210K -$1.33K -21 -0.6%
CW
240
CreativeOne Wealth
Kansas
$209K +$209K +3,302 New
Allianz Asset Management
241
Allianz Asset Management
Germany
$209K +$209K +3,300 New
GAM
242
Gotham Asset Management
New York
$208K +$208K +3,288 New
HSA
243
HBK Sorce Advisory
Pennsylvania
$206K -$1.39K -22 -0.7%
AWM
244
Axxcess Wealth Management
California
$203K +$203K +3,219 New
QCG
245
Quadrant Capital Group
Ohio
$194K -$11.4K -180 -6%
Allspring Global Investments
246
Allspring Global Investments
North Carolina
$129K +$76.3K +1,208 +145%
TWM
247
Tradition Wealth Management
Minnesota
$114K +$127 +2 +0.1%
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$109K +$24.1K +382 +29%
C
249
Covestor
United Kingdom
$105K +$93.8K +1,477 +839%
SWM
250
Spire Wealth Management
Virginia
$88.1K – – –
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